Anic Equity¶
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Total return since start: 0.573 %¶
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Equity now: -----------------------------> 48062.47 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46667.51 Kr¶
PnL: ---------------------------------------> -221.06 Kr¶
DD now: ---------------------------------> -1.167 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-24 10:10:14.299542'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | 1.130000 | 3244.800000 | 273.800000 | 9.220000 | 2971.000006 |
| HEBA B | 70 | -0.620000 | 2821.000000 | 185.000000 | 7.020000 | 2636.000010 |
| Corem Property Group B | 59 | 1.680000 | 643.690000 | 66.690000 | 11.560000 | 576.999999 |
| AcadeMedia | 12 | 0.200000 | 603.600000 | 46.600000 | 8.370000 | 557.000004 |
| SAAB B | 8 | 0.470000 | 3419.200000 | 42.200000 | 1.250000 | 3377.000000 |
| HMS Networks | 2 | -0.390000 | 714.400000 | 41.400000 | 6.150000 | 673.000000 |
| MedCap | 2 | -0.860000 | 461.000000 | 40.000000 | 9.500000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | -0.860000 | 393.600000 | 38.600000 | 10.870000 | 355.000000 |
| Boozt | 12 | -0.070000 | 1687.200000 | 33.200000 | 2.010000 | 1653.999996 |
| Resurs Holding | 22 | 0.180000 | 604.780000 | 30.780000 | 5.360000 | 573.999998 |
| Norva24 Group | 16 | -0.280000 | 563.200000 | 20.200000 | 3.720000 | 543.000000 |
| Intrum | 4 | -0.150000 | 545.600000 | 18.600000 | 3.530000 | 527.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.360000 | 578.550000 | 16.550000 | 2.940000 | 562.000005 |
| Swedbank A | 3 | 1.870000 | 579.150000 | 15.150000 | 2.690000 | 564.000000 |
| OEM International B | 7 | -0.510000 | 541.800000 | 13.800000 | 2.610000 | 527.999997 |
| Securitas B | 6 | 0.560000 | 583.200000 | 13.200000 | 2.320000 | 570.000000 |
| Eastnine | 4 | -0.940000 | 504.000000 | 13.000000 | 2.650000 | 491.000000 |
| Nordea Bank Abp | 29 | 0.640000 | 3466.080000 | 12.080000 | 0.350000 | 3453.999992 |
| Coor Service Management Hold. | 8 | -0.660000 | 543.200000 | 11.200000 | 2.110000 | 532.000000 |
| FM Mattsson Mora Group B | 50 | -0.840000 | 2935.000000 | 8.000000 | 0.270000 | 2927.000000 |
| CTEK | 13 | 0.970000 | 541.840000 | 7.840000 | 1.470000 | 533.999999 |
| Karnov Group | 9 | -0.170000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Handelsbanken A | 5 | 0.730000 | 550.000000 | 4.000000 | 0.730000 | 546.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.000000 | 248.880000 | 2.880000 | 1.170000 | 246.000000 |
| Creaspac SPAC | 6 | -0.420000 | 574.200000 | -2.800000 | -0.490000 | 577.000002 |
| Midsona B | 63 | 0.770000 | 573.930000 | -9.070000 | -1.560000 | 582.999984 |
| Essity B | 2 | -0.570000 | 560.000000 | -14.000000 | -2.440000 | 574.000000 |
| Essity A | 4 | -0.880000 | 1122.000000 | -27.000000 | -2.350000 | 1149.000000 |
| International Petroleum Corp. | 5 | -1.830000 | 564.500000 | -30.070000 | -5.060000 | 594.565215 |
| Sampo Oyj SDB | 7 | -0.910000 | 3808.000000 | -42.000000 | -1.090000 | 3850.000000 |
| Vivesto | 1368 | -1.190000 | 545.010000 | -67.990000 | -11.090000 | 612.999432 |
| Axfood | 13 | 0.140000 | 3666.000000 | -90.000000 | -2.400000 | 3756.000001 |
| Fasadgruppen Group | 35 | 2.500000 | 3584.000000 | -227.000000 | -5.960000 | 3810.999990 |
| OX2 | 18 | -0.500000 | 1432.800000 | -231.200000 | -13.890000 | 1663.999992 |
| Ovzon | 52 | 0.360000 | 2922.400000 | -439.600000 | -13.080000 | 3361.999992 |
| TOTAL | 46667.510000 | -221.060000 | -1.16681% | 46888.564618 |
Updated:¶
'2023-01-24 10:10:26.968007'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
